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Burling Wealth Partners’s Oneok OKE Stock Holding History

Burling Wealth Partners’s Portfolio OKE Stock Details OKE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.43M Sell
15,830
-673
-4% -$55.4K 0.23% 82
2025
Q4 		$1.21M Sell
16,503
-2,312
-12% -$164K 0.19% 85
2025
Q3 		$1.37M Sell
18,815
-6,929
-27% -$531K 0.23% 80
2025
Q2 		$2.1M Sell
25,744
-4,210
-14% -$351K 0.39% 66
2025
Q1 		$2.97M Sell
29,954
-1,689
-5% -$168K 0.63% 50
2024
Q4 		$3.18M Buy
+31,643
New +$3.24M 0.65% 41

Other funds holding OKE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Burling Wealth Partners's OKE Position: Q1 2026 in Review

Burling Wealth Partners reduced its Oneok (OKE) stake by 4.1% in Q1 2026, selling an estimated $55.4K and leaving 15,830 shares worth $1.43M. The position accounts for 0.23% of the portfolio, ranked #82.

Burling Wealth Partners first reported a position in OKE in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.18M in Q4 2024. 1,680 funds tracked by Wall St. Rank hold OKE as of Q1 2026.

  • Burling Wealth Partners held 15,830 shares of Oneok worth $1.43M as of Q1 2026.
  • Burling Wealth Partners sold 673 Oneok shares in Q1 2026, an estimated $55.4K.
  • Oneok made up 0.23% of Burling Wealth Partners's portfolio in Q1 2026, its #82 holding.
  • Burling Wealth Partners first reported a position in Oneok in Q4 2024 and has held it in 6 quarters since.
  • Burling Wealth Partners's Oneok position peaked at $3.18M in Q4 2024.
  • 1,680 funds tracked by Wall St. Rank held Oneok as of Q1 2026.

Based on Burling Wealth Partners's 13F filing for Q1 2026, filed 8 May 2026.